Applied Materials (AMAT) has been met with varying perspectives in the market. Many analysts, including TD Cowen and Bernstein, have repeatedly reiterated their buy rating on the stock. Citi raised its PT as well, maintaining a buy rating. Furthermore, the AI and memory tailwinds expected in its Q3 2025 earnings highlighted the firm's returns beating estimates. However, its weak Q4 guidance, influenced by China's unstable market and ongoing tariff uncertainties, have led to dramatic falls in stock values. Morgan Stanley and Daiwa responded by downgrading their ratings on AMAT. The geopolitical issues have also embedded considerable uncertainty into its future business activities, especially in China. While Applied Materials continues to attract investor attention, its performance record and future outlook are interspersed with notable challenges. The firm's resilience amidst headwinds, coupled with their potential in the burgeoning AI trend, could influence its future investment opportunities.
Applied Materials AMAT News Analytics from Tue, 10 Jun 2025 07:00:00 GMT to Fri, 05 Sep 2025 13:52:00 GMT -
Rating -4
- Innovation 0
- Information 6
- Rumor -2
